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Exit Planning Webinar | Stop Planning - Owners and Advisors Now Focus on Resilience

Uncertain times


Do your business clients need a more flexible path to the future? Have you wondered about the value of your planning work when plans can be shattered so quickly? Do you think of uncertainty as a challenge to be managed or an opportunity to be leveraged? Have you applied the lessons you’ve learned in a changing world to your own practice?

The newest Value Driver you can offer is the ability to manage the unknown.

Elizabeth Mower, President of BEI, and Susan Bradley, Founder of Sudden Money Institute, discuss ways to introduce stability in an ever-changing world. Being prepared and having contingency plans for every possible scenario is what your business owner clients (and your own firm) need for a successful future.

Elizabeth and Susan plan to cover a range of topics, including: 

  • Skills that advisors and business owners need in order to respond quickly to change 
  • Elements of a traditional planning process that may soon become obsolete 
  • The overlap between planning and agility 
  • Key features of readiness for both clients and advisors 

Date + Time

Event Dates and Times
09/29/2021 - 11:00am to 12:00pm